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SUSundaram MFRegular · Growth

Sundaram Regular Savings Fund - Growth

hybridHybrid - Conservative Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 04 May 2018₹16.74-0.01%
AUM₹46 Cr
Expense Ratio0.76%
CAGR—
Exit Load2.5% on or before 12M, 2% after 12M but on or before 24M, Nil after 24M
Min SIP₹250
Launched2010

Investment Objective

The primary objective of the scheme is to generate regular income through investments in fixed income securities and the secondary objective is to generate long term capital appreciation by investing a portion of the scheme’s assets in equity and equity related instruments.

Fund Mandate

Debt,MMI& Cash90%–100%
Equity And Equity Releated0%–10%
Government Securities90%–100%
Asset Allocation
Domestic Equity1.7%
Debt86.4%
Cash & Equivalents11.9%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.76%
₹250
₹5,000
2.5% on or before 12M, 2% after 12M but on or before 24M, Nil after 24M
Nil
Inception08 Mar 2010
AMCSundaram MF
Top Holdings
1Aditya Birla Finance Ltd - 9.75% - 04/04/2019**11.38%
2L&T Housing Finance Ltd - 9.79% - 28/06/2019**10.97%
3Cholamandalam Investment and Finance Company Ltd - 9.9022% - 28/06/2019**10.97%
4Power Finance Corporation Ltd - 9.69% - 02/03/2019**10.96%
5Power Grid Corporation of India Ltd - 8.4% - 27/05/2019**10.86%
6National Bank for Agricultural & Rural Development - 7.85% - 31/05/2019**10.80%
7Cash and Other Net Current Assets9.03%
8IOT Utkal Energy Services Ltd - 9.843% - 20/06/2019**8.90%
9Rural Electrification Corporation Ltd - 9.63% - 05/02/2019**7.44%
10Reverse Repo2.86%
Sector Allocation
Other98.3%
Banks0.5%
Consumer Non Durables0.5%
Auto0.3%
Construction Project0.2%
Software0.2%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Regular Savings Fund - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.76%
2.5% on or before 12M, 2% after 12M but on or before 24M, Nil after 24M
Nil
₹250
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme